i love the american energy story. we can be the saudi arabia of oil and natural gas production, and don't forget coal. we've got hundreds of years of that. we can -- and by the way, you're exactly right. because we now have access to cheap and abundant energy in this country, that has real peripheral effects with respect to manufacturing. i love the manufacturing story because our electricity and energy costs are now lower than the rest of the world. i agree with you on housing. we haven't built any housing in this country in five years. with these low interest rates, you could see a renaissance in housing continue. you and i agree on those things, but i do think policy matters, and it's not just solving the fiscal cliff, in my opinion, it's solving it in the right way. >> who are you and what have you done with stephen moore? stephen, hang on right now. susan, let me ask you, any recovery depends on american consumers. here's the interesting thing. american consumers have been telling us for months that contrary to l